Date: October 31, 2023 Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2023 (xlsx)
Date: October 25, 2023 Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf)
Date: October 9, 2023 IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)
Date: September 28, 2023 The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2020 (pdf)
Date: September 12, 2023 How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf)
Date: September 12, 2023 Supplemental Tables: How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (xlsx)